e.l.f. Beauty, Inc. - ELF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BAILLIE GIFFORD & CO History Added to 7,188,005 435,664 0.45% 0.45% 1 +10,346 0.14% Q1 2026 May 08, 2026
VANGUARD GROUP INC History No change 5,487,304 417,254 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 5,549,185 336,336 0.01% 0.01% 3 +189,206 3.53% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 2,591,001 157,040 0.01% 4 +2,591,001 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,534,402 153,610 0.0% 5 +2,534,402 New Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 2,254,334 133,794 0.01% 0.0% 6 +1,506,910 201.61% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 2,067,396 125,306 0.01% 0.02% 7 -129,923 -5.91% Q1 2026 May 15, 2026
Ensign Peak Advisors, Inc History Added to 1,898,555 115,071 0.21% 0.18% 8 +579,032 43.88% Q1 2026 May 13, 2026
STATE STREET CORP History Added to 1,799,155 109,046 0.0% 0.0% 9 +61,974 3.57% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 1,734,774 105,144 0.09% 0.1% 10 +110,361 6.79% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,495,715 90,071 0.04% 0.01% 11 +1,166,279 354.02% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,372,953 83,214 0.01% 0.02% 12 -647,997 -32.06% Q1 2026 May 15, 2026
Capital International Investors History Added to 1,297,357 78,632 0.02% 0.01% 13 +360,526 38.48% Q1 2026 May 13, 2026
Champlain Investment Partners, LLC History Added to 1,292,895 78,362 0.99% 0.93% 14 +79,248 6.53% Q1 2026 May 13, 2026
Capital World Investors History Added to 1,203,717 72,957 0.01% 0.01% 15 +274,085 29.48% Q1 2026 May 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,083,851 65,708 0.0% 0.0% 16 +43,333 4.16% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Added to 935,260 56,686 0.07% 0.07% 17 +176,142 23.2% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 884,221 53,592 0.0% 0.01% 18 -300,565 -25.37% Q1 2026 May 15, 2026
UBS Group AG History Reduced 881,157 53,406 0.01% 0.01% 19 -50,184 -5.39% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Reduced 836,308 50,688 0.01% 0.02% 20 -987,056 -54.13% Q1 2026 May 15, 2026
PRIMECAP MANAGEMENT CO/CA/ History Added to 701,710 42,530 0.03% 0.03% 21 +118,625 20.34% Q1 2026 May 11, 2026
GOLDMAN SACHS GROUP INC History Added to 698,932 42,362 0.0% 0.0% 22 +169,359 31.98% Q1 2026 May 15, 2026
NORGES BANK History No change 511,501 38,894 0.0% 0.0% 23 0 0.0% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 621,943 37,695 0.01% 0.01% 24 +20,632 3.43% Q1 2026 May 15, 2026
Capital Research Global Investors History Reduced 610,816 37,021 0.01% 0.01% 25 -155,256 -20.27% Q1 2026 May 13, 2026
Prime Capital Management Co Ltd History No change 604,535 36,640 4.11% 5.46% 26 0 0.0% Q1 2026 May 05, 2026
IMC-Chicago, LLC History Reduced 603,237 36,562 0.01% 0.02% 27 -211,703 -25.98% Q1 2026 May 05, 2026
AMERIPRISE FINANCIAL INC History Added to 584,850 35,447 0.01% 0.01% 28 +21,634 3.84% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 533,036 32,307 0.03% 0.03% 29 +77,229 16.94% Q1 2026 May 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 531,598 32,219 0.01% 0.01% 30 -88,654 -14.29% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Added to 512,766 31,078 0.0% 0.0% 31 +13,686 2.74% Q1 2026 May 14, 2026
Swedbank AB History Reduced 480,801 29,141 0.03% 0.1% 32 -884,000 -64.77% Q1 2026 Apr 29, 2026
Squarepoint Ops LLC History Reduced 435,535 26,397 0.03% 0.06% 33 -245,365 -36.04% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 435,139 26,373 0.01% 0.01% 34 -16,288 -3.61% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 423,813 25,687 0.0% 0.01% 35 -505,568 -54.4% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 418,431 25,361 0.0% 0.0% 36 +131,572 45.87% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 415,653 25,192 0.01% 0.03% 37 -509,249 -55.06% Q1 2026 May 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 365,206 22,135 0.01% 0.02% 38 -220,386 -37.63% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 364,313 22,081 0.01% 39 +364,313 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 360,950 21,877 0.0% 0.0% 40 -12,217 -3.27% Q1 2026 May 05, 2026
Aberdeen Group plc History Reduced 358,134 21,706 0.04% 0.05% 41 -53,851 -13.07% Q1 2026 Apr 29, 2026
RAYMOND JAMES FINANCIAL INC History Added to 347,320 20,922 0.01% 0.01% 42 +26,409 8.23% Q1 2026 May 14, 2026
PEAK6 LLC History Added to 341,467 20,696 0.05% 0.03% 43 +129,762 61.29% Q1 2026 May 13, 2026
Trexquant Investment LP History Added to 312,109 18,916 0.14% 0.07% 44 +214,321 219.17% Q1 2026 May 15, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 299,734 18,166 0.13% 0.2% 45 -71,202 -19.2% Q1 2026 Apr 14, 2026
JUPITER ASSET MANAGEMENT LTD History New 279,902 16,964 0.09% 46 +279,902 New Q1 2026 May 12, 2026
FMR LLC History Added to 268,987 16,303 0.0% 0.0% 47 +54,015 25.13% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 262,758 15,925 0.0% 0.0% 48 +31,149 13.45% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Added to 250,413 15,178 0.02% 0.02% 49 +95,160 61.29% Q1 2026 Apr 16, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 249,437 15,118 0.02% 0.04% 50 -180,094 -41.93% Q1 2026 May 14, 2026
Tidal Investments LLC History Added to 236,165 14,313 0.03% 0.02% 51 +105,388 80.59% Q1 2026 May 15, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 222,528 13,487 0.03% 0.04% 52 -25,156 -10.16% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History Reduced 221,741 13,439 0.07% 0.08% 53 -134 -0.06% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Added to 219,848 13,324 0.02% 0.03% 54 +28,005 14.6% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History Reduced 210,563 12,762 0.01% 0.02% 55 -372,529 -63.89% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 203,302 12,322 0.0% 0.0% 56 -38,801 -16.03% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Added to 200,323 12,141 0.05% 0.0% 57 +196,661 5370.32% Q1 2026 May 15, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Added to 193,819 11,747 2.13% 2.42% 58 +4,895 2.59% Q1 2026 Apr 10, 2026
FRED ALGER MANAGEMENT, LLC History Added to 174,677 10,587 0.05% 0.05% 59 +11,011 6.73% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Added to 170,366 10,325 0.07% 0.01% 60 +143,090 524.6% Q1 2026 May 15, 2026
USS Investment Management Ltd History New 161,524 9,785 0.04% 61 +161,524 New Q1 2026 Apr 24, 2026
RHUMBLINE ADVISERS History Added to 151,438 9,178 0.01% 0.01% 62 +3,196 2.16% Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Added to 148,341 8,990 0.03% 0.01% 63 +86,939 141.59% Q1 2026 May 08, 2026
KENNEDY CAPITAL MANAGEMENT LLC History New 143,438 8,693 0.18% 64 +143,438 New Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 140,665 8,525 0.0% 0.0% 65 +4,370 3.21% Q1 2026 May 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 139,308 8,443 0.0% 0.01% 66 -5,551 -3.83% Q1 2026 May 15, 2026
Portolan Capital Management, LLC History Reduced 136,707 8,285 0.44% 0.78% 67 -55,615 -28.92% Q1 2026 May 15, 2026
KBC Group NV History Reduced 135,231 8,196 0.02% 0.03% 68 -23,565 -14.84% Q1 2026 May 07, 2026
ROYCE & ASSOCIATES LP History Added to 134,500 8,152 0.08% 0.05% 69 +65,500 94.93% Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 131,894 7,994 0.0% 0.0% 70 +3,768 2.94% Q1 2026 May 04, 2026
CWM, LLC History Added to 124,543 7,548 0.02% 0.02% 71 +6,709 5.69% Q1 2026 May 14, 2026
Man Group plc History Added to 124,055 7,518 0.01% 0.0% 72 +107,454 647.27% Q1 2026 May 15, 2026
Freemont Management S.A. History Reduced 124,000 7,515 1.14% 1.75% 73 -8,200 -6.2% Q1 2026 May 06, 2026
WASHINGTON TRUST Co History Added to 121,598 7,370 0.25% 0.25% 74 +22,772 23.04% Q1 2026 Apr 06, 2026
Swiss National Bank History Added to 117,900 7,145 0.0% 0.01% 75 +6,000 5.36% Q1 2026 May 07, 2026
TUDOR INVESTMENT CORP ET AL History Added to 117,432 7,117 0.01% 0.01% 76 +59,832 103.88% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 112,724 6,832 0.01% 0.02% 77 -34,977 -23.68% Q1 2026 May 13, 2026
Qube Research & Technologies Ltd History Added to 110,469 6,695 0.01% 0.01% 78 +969 0.88% Q1 2026 May 15, 2026
Summit Creek Advisors LLC History Reduced 110,004 6,667 1.37% 1.48% 79 -13,984 -11.28% Q1 2026 May 06, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 108,947 6,603 0.01% 0.01% 80 -110,861 -50.44% Q1 2026 May 14, 2026
Invesco Ltd. History Reduced 108,273 6,562 0.0% 0.0% 81 -24,457 -18.43% Q1 2026 May 12, 2026
Templeton & Phillips Capital Management, LLC History New 107,130 6,493 5.29% 82 +107,130 New Q1 2026 May 06, 2026
IBEX INVESTORS LLC History No change 106,600 6,461 4.25% 5.71% 83 0 0.0% Q1 2026 May 12, 2026
Nuveen, LLC History Added to 106,349 6,445 0.0% 0.0% 84 +4,818 4.75% Q1 2026 Apr 30, 2026
SIMPLEX TRADING, LLC History Reduced 105,600 6,400 0.0% 0.01% 85 -98,400 -48.24% Q1 2026 May 14, 2026
PDT Partners, LLC History Reduced 103,024 6,244 0.37% 0.56% 86 -10,742 -9.44% Q1 2026 May 15, 2026
Granite Investment Partners, LLC History Added to 102,433 6,208 0.38% 0.3% 87 +35,883 53.92% Q1 2026 Apr 30, 2026
SEI INVESTMENTS CO History Added to 98,566 5,973 0.01% 0.0% 88 +42,363 75.37% Q1 2026 May 13, 2026
ExodusPoint Capital Management, LP History New 97,418 5,904 0.05% 89 +97,418 New Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 90,490 5,484 0.0% 0.0% 90 -6,010 -6.23% Q1 2026 May 04, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 84,389 5,114 0.0% 0.01% 91 -23,300 -21.64% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 81,616 4,946 0.0% 0.0% 92 +30,775 60.53% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 65,045 4,946 0.0% 0.0% 93 -1,072 -1.62% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 81,500 4,939 0.01% 0.06% 94 -664,532 -89.08% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 81,067 4,913 0.0% 0.0% 95 -958 -1.17% Q1 2026 May 06, 2026
LPL Financial LLC History Reduced 77,866 4,719 0.0% 0.0% 96 -19,015 -19.63% Q1 2026 May 06, 2026
CITIGROUP INC History Reduced 77,583 4,702 0.0% 0.0% 97 -69,741 -47.34% Q1 2026 May 11, 2026
Legal & General Group Plc History Reduced 76,559 4,640 0.0% 0.0% 98 -11,183 -12.75% Q1 2026 May 08, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 76,373 4,628 0.07% 0.13% 99 -34,440 -31.08% Q1 2026 May 15, 2026
FORA Capital, LLC History New 74,973 4,542 0.33% 100 +74,973 New Q1 2026 May 14, 2026
Walleye Trading LLC History Reduced 73,170 4,434 0.01% 0.01% 101 -49,962 -40.58% Q1 2026 May 08, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History Added to 72,500 4,394 1.11% 0.74% 102 +30,500 72.62% Q1 2026 May 13, 2026
Retirement Systems of Alabama History Reduced 72,395 4,387 0.01% 0.02% 103 -15,814 -17.93% Q1 2026 Apr 24, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 72,282 4,381 0.01% 0.0% 104 +27,559 61.62% Q1 2026 May 06, 2026
RENAISSANCE GROUP LLC History Added to 71,460 4,331 0.18% 0.15% 105 +21,202 42.19% Q1 2026 May 13, 2026
12 West Capital Management LP History New 70,000 4,242 0.72% 106 +70,000 New Q1 2026 May 15, 2026
PALISADE CAPITAL MANAGEMENT, LP History Added to 67,848 4,112 0.14% 0.04% 107 +51,237 308.45% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 66,447 4,027 0.0% 0.0% 108 +12,651 23.52% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 64,501 3,909 0.01% 0.01% 109 +2,966 4.82% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Reduced 63,200 3,829 0.01% 0.04% 110 -93,555 -59.68% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 59,235 3,590 0.0% 0.0% 111 +8,740 17.31% Q1 2026 May 15, 2026
American Alpha Advisors, LLC History No change 57,979 3,514 1.87% 2.61% 112 0 0.0% Q1 2026 May 14, 2026
TWINBEECH CAPITAL LP History New 57,255 3,470 0.36% 113 +57,255 New Q1 2026 May 15, 2026
GILDER GAGNON HOWE & CO LLC History Added to 56,330 3,414 0.04% 0.03% 114 +19,164 51.56% Q1 2026 May 15, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 56,210 3,406 0.07% 0.21% 115 -74,651 -57.05% Q1 2026 Apr 30, 2026
Savoir Faire Capital Management, L.P. History New 56,038 3,396 2.05% 116 +56,038 New Q1 2026 May 01, 2026
CastleKnight Management LP History Added to 55,695 3,375 0.06% 0.03% 117 +39,095 235.51% Q1 2026 May 15, 2026
ARMISTICE CAPITAL, LLC History Reduced 55,426 3,359 0.06% 0.6% 118 -602,557 -91.58% Q1 2026 May 15, 2026
Sarasin & Partners LLP History Reduced 54,787 3,320 0.04% 0.04% 119 -62 -0.11% Q1 2026 Apr 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 54,458 3,300 0.01% 0.01% 120 -6,080 -10.04% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Added to 54,410 3,298 0.05% 0.05% 121 +11,980 28.23% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 52,059 3,155 0.0% 122 +52,059 New Q1 2026 May 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 50,796 3,078 0.0% 0.0% 123 -107,485 -67.91% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 50,168 3,040 0.0% 0.0% 124 +6,004 13.59% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 47,573 2,883 0.01% 0.01% 125 -120 -0.25% Q1 2026 May 08, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 45,777 2,775 0.01% 0.01% 126 -2,917 -5.99% Q1 2026 Apr 27, 2026
Pier Capital, LLC History Added to 45,064 2,731 0.45% 0.46% 127 +6,906 18.1% Q1 2026 May 14, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Reduced 45,000 2,727 0.27% 0.42% 128 -15,000 -25.0% Q1 2026 May 07, 2026
Russell Investments Group, Ltd. History Reduced 44,462 2,694 0.0% 0.0% 129 -12,445 -21.87% Q1 2026 May 08, 2026
Cannell & Spears LLC History Reduced 43,063 2,610 0.05% 0.28% 130 -152,253 -77.95% Q1 2026 May 15, 2026
South Dakota Investment Council History No change 42,265 2,562 0.05% 0.06% 131 0 0.0% Q1 2026 May 18, 2026
DEUTSCHE BANK AG\ History Added to 41,340 2,505 0.0% 0.0% 132 +6,079 17.24% Q1 2026 May 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 40,467 2,452 0.0% 0.0% 133 -760 -1.84% Q1 2026 May 15, 2026
Raiffeisen Bank International AG History No change 40,000 2,374 0.03% 0.04% 134 0 0.0% Q1 2026 Apr 24, 2026
XTX Topco Ltd History Added to 37,809 2,291 0.04% 0.01% 135 +32,474 608.7% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 37,487 2,272 0.0% 0.0% 136 -41,429 -52.5% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 37,266 2,258 0.0% 0.0% 137 +9,549 34.45% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Reduced 34,743 2,105 0.0% 0.01% 138 -807 -2.27% Q1 2026 May 15, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Added to 31,259 2,091 0.07% 0.08% 139 +247 0.8% Q1 2026 May 11, 2026
Walleye Capital LLC History Reduced 33,731 2,044 0.01% 0.03% 140 -87,864 -72.26% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History Added to 33,167 2,010 0.0% 0.0% 141 +127 0.38% Q1 2026 May 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 32,101 1,945 0.0% 0.0% 142 0 0.0% Q1 2026 May 12, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 31,674 1,934 0.03% 0.09% 143 +9,216 41.04% Q1 2026 May 01, 2026
SummitTX Capital, L.P. History Added to 29,240 1,772 0.06% 0.02% 144 +20,169 222.35% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Reduced 27,518 1,666 0.0% 0.01% 145 -155,989 -85.0% Q1 2026 May 18, 2026
Shay Capital LLC History New 27,500 1,666 0.14% 146 +27,500 New Q1 2026 May 15, 2026
Virtu Financial LLC History New 27,314 1,655 0.07% 147 +27,314 New Q1 2026 May 14, 2026
COMERICA BANK History No change 21,677 1,648 0.01% 0.01% 148 0 0.0% Q4 2025 Jan 29, 2026
State of Tennessee, Department of Treasury History No change 26,516 1,607 0.01% 0.01% 149 0 0.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Reduced 26,410 1,601 0.01% 0.01% 150 -102 -0.38% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History Added to 26,245 1,590 0.05% 0.05% 151 +6,490 32.85% Q1 2026 May 13, 2026
Dana Investment Advisors, Inc. History Added to 25,486 1,544 0.05% 0.05% 152 +3,311 14.93% Q1 2026 May 14, 2026
One Capital Management, LLC History Added to 24,933 1,511 0.04% 0.03% 153 +9,895 65.8% Q1 2026 May 12, 2026
Future Fund LLC History Added to 24,868 1,507 0.53% 0.36% 154 +9,894 66.07% Q1 2026 May 06, 2026
Police & Firemen's Retirement System of New Jersey History Added to 24,878 1,507 0.01% 0.01% 155 +1,421 6.06% Q1 2026 Apr 29, 2026
Treasurer of the State of North Carolina History Added to 24,788 1,502 0.0% 0.01% 156 +1,848 8.06% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Reduced 24,678 1,495 0.01% 0.01% 157 -4,844 -16.41% Q1 2026 May 05, 2026
Vanguard Global Advisers, LLC History New 23,885 1,447 0.0% 158 +23,885 New Q1 2026 May 08, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 23,625 1,431 0.0% 0.01% 159 -4,212 -15.13% Q1 2026 May 08, 2026
NorthCoast Asset Management LLC History New 23,185 1,405 0.03% 160 +23,185 New Q1 2026 May 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 22,630 1,371 0.02% 0.02% 161 -2,189 -8.82% Q1 2026 May 07, 2026
Black Swift Group, LLC History New 22,550 1,366 0.24% 162 +22,550 New Q1 2026 Apr 24, 2026
Brevan Howard Capital Management LP History Added to 22,055 1,336 0.01% 0.01% 163 +13,062 145.25% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 21,571 1,307 0.0% 0.0% 164 +20,963 3447.86% Q1 2026 May 01, 2026
Creative Planning History Added to 21,570 1,307 0.0% 0.0% 165 +7,101 49.08% Q1 2026 May 12, 2026
Cetera Investment Advisers History Reduced 21,397 1,296 0.0% 0.0% 166 -799 -3.6% Q1 2026 May 13, 2026
Vontobel Holding Ltd. History Added to 20,914 1,267 0.0% 0.0% 167 +11,674 126.34% Q1 2026 May 08, 2026
Twin Tree Management, LP History Reduced 20,841 1,263 0.03% 0.11% 168 -140,731 -87.1% Q1 2026 May 14, 2026
Delta Global Management LP History New 20,243 1,226 0.1% 169 +20,243 New Q1 2026 May 15, 2026
BURNEY CO/ History Added to 20,153 1,221 0.04% 0.03% 170 +9,604 91.04% Q1 2026 Apr 29, 2026
Allianz Asset Management GmbH History Reduced 20,068 1,216 0.0% 0.0% 171 -1,904 -8.67% Q1 2026 May 11, 2026
Gotham Asset Management, LLC History Reduced 19,903 1,206 0.0% 0.01% 172 -14,829 -42.7% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Added to 19,727 1,195 0.04% 0.04% 173 +1,621 8.95% Q1 2026 May 18, 2026
STRS OHIO History Added to 19,185 1,162 0.0% 0.0% 174 +11,873 162.38% Q1 2026 Apr 24, 2026
Diversified Trust Co History Added to 19,055 1,154 0.02% 0.02% 175 +4,822 33.88% Q1 2026 Apr 16, 2026
Illinois Municipal Retirement Fund History Added to 18,993 1,151 0.01% 0.01% 176 +11,354 148.63% Q1 2026 May 05, 2026
Janney Montgomery Scott LLC History Added to 18,719 1,135 0.0% 0.0% 177 +127 0.68% Q1 2026 Apr 22, 2026
Peregrine Asset Advisers, Inc. History Reduced 18,616 1,128 0.3% 0.76% 178 -16,753 -47.37% Q1 2026 Apr 24, 2026
Blueshift Asset Management, LLC History New 17,541 1,063 0.32% 179 +17,541 New Q1 2026 May 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 17,523 1,062 0.01% 0.01% 180 0 0.0% Q1 2026 May 04, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 17,390 1,054 0.0% 0.0% 181 -2,790 -13.83% Q1 2026 Apr 30, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 17,252 1,045 0.01% 0.02% 182 -1,090 -5.94% Q1 2026 Apr 24, 2026
Atom Investors LP History New 17,114 1,037 0.07% 183 +17,114 New Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Added to 17,100 1,036 0.02% 0.02% 184 +600 3.64% Q1 2026 Apr 20, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 17,060 1,034 0.0% 0.0% 185 +387 2.32% Q1 2026 May 14, 2026
Handelsbanken Fonder AB History No change 16,900 1,024 0.0% 0.0% 186 0 0.0% Q1 2026 Apr 28, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 16,519 1,001 0.0% 0.0% 187 +8,173 97.93% Q1 2026 May 11, 2026
Arizona State Retirement System History Added to 16,391 993 0.01% 0.01% 188 +829 5.33% Q1 2026 May 01, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History Added to 16,195 981 0.54% 0.43% 189 +4,891 43.27% Q1 2026 May 12, 2026
Verition Fund Management LLC History Reduced 15,803 957 0.01% 0.01% 190 -11,688 -42.52% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Reduced 15,633 947 0.0% 0.01% 191 -1,390 -8.17% Q1 2026 Apr 24, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 15,495 939 0.0% 0.0% 192 +4,078 35.72% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 15,373 931 0.0% 193 +15,373 New Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 14,796 896 0.0% 0.01% 194 -128 -0.86% Q1 2026 May 01, 2026
Vanguard Personalized Indexing Management, LLC History Added to 14,549 881 0.01% 0.01% 195 +41 0.28% Q1 2026 May 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 14,200 860 0.0% 0.01% 196 +100 0.71% Q1 2026 May 04, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 13,500 818 0.0% 0.03% 197 -122,300 -90.06% Q1 2026 May 14, 2026
Quantbot Technologies LP History New 13,355 809 0.03% 198 +13,355 New Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 13,305 806 0.0% 0.0% 199 -124 -0.92% Q1 2026 May 01, 2026
NATIXIS ADVISORS, LLC History New 13,279 805 0.0% 200 +13,279 New Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 13,229 801 0.01% 0.01% 201 -113 -0.85% Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History Added to 13,100 793 0.0% 0.0% 202 +1,000 8.26% Q1 2026 Apr 29, 2026
WESBANCO BANK INC History No change 13,000 787 0.02% 0.03% 203 0 0.0% Q1 2026 Apr 21, 2026
Quantitative Investment Management, LLC History Reduced 12,971 786 0.08% 0.14% 204 -6,219 -32.41% Q1 2026 May 15, 2026
SIT INVESTMENT ASSOCIATES INC History No change 12,250 742 0.02% 0.02% 205 0 0.0% Q1 2026 May 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 12,108 733 0.01% 0.01% 206 +200 1.68% Q1 2026 Apr 29, 2026
Waverly Advisors, LLC History Added to 11,930 723 0.01% 0.01% 207 +217 1.85% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Added to 11,906 722 0.04% 0.07% 208 +852 7.71% Q1 2026 May 08, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 11,445 693 0.0% 0.01% 209 -18,832 -62.2% Q1 2026 May 11, 2026
AMI ASSET MANAGEMENT CORP History Added to 11,353 688 0.04% 0.03% 210 +3,572 45.91% Q1 2026 Apr 23, 2026
AMERICAN ASSETS INC History Added to 60,000 687 0.23% 0.3% 211 +47,400 376.19% Q1 2026 May 11, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 11,300 685 0.02% 0.03% 212 0 0.0% Q1 2026 May 04, 2026
Farringdon Capital, Ltd. History Added to 11,262 682 0.15% 0.06% 213 +8,251 274.03% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 11,100 672 0.0% 0.0% 214 +4,898 78.97% Q1 2026 May 04, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 10,971 669 0.0% 0.0% 215 +6,275 133.62% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 10,887 665 0.0% 0.0% 216 +3,918 56.22% Q1 2026 Apr 08, 2026
New Age Alpha Advisors, LLC History Reduced 10,706 648 0.03% 0.04% 217 -218 -2.0% Q1 2026 May 11, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 10,500 636 0.14% 218 +10,500 New Q1 2026 May 11, 2026
Caitong International Asset Management Co., Ltd History New 10,460 633 0.12% 219 +10,460 New Q1 2026 May 11, 2026
ALLSTATE CORP History New 10,072 610 0.01% 220 +10,072 New Q1 2026 May 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 10,000 606 0.0% 221 +10,000 New Q1 2026 May 15, 2026
Prospera Financial Services Inc History Added to 9,673 586 0.01% 0.01% 222 +4,909 103.04% Q1 2026 Apr 14, 2026
Cerity Partners LLC History New 9,207 558 0.0% 223 +9,207 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Added to 9,177 556 0.0% 0.0% 224 +643 7.53% Q1 2026 Apr 22, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 9,170 555 0.01% 0.01% 225 -5,818 -38.82% Q1 2026 May 08, 2026
Malaga Cove Capital, LLC History Reduced 8,604 521 0.19% 0.27% 226 -1,711 -16.59% Q1 2026 May 07, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 8,445 511 0.01% 0.02% 227 -5,000 -37.19% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 8,329 504 0.01% 0.0% 228 +5,706 217.54% Q1 2026 Apr 13, 2026
Sivia Capital Partners, LLC History New 8,249 499 0.1% 229 +8,249 New Q1 2026 May 12, 2026
White Wing Wealth Management History Added to 8,085 490 0.29% 0.34% 230 +683 9.23% Q1 2026 Apr 13, 2026
Peterson Wealth Services History Added to 7,965 482 0.12% 0.15% 231 +397 5.25% Q1 2026 Apr 30, 2026
Optimize Financial Inc History New 7,704 466 0.23% 232 +7,704 New Q1 2026 May 12, 2026
Mariner, LLC History New 7,148 433 0.0% 233 +7,148 New Q1 2026 May 13, 2026
Dynamic Technology Lab Private Ltd History New 7,030 426 0.07% 234 +7,030 New Q1 2026 May 15, 2026
XPONANCE LLC History Added to 6,996 424 0.0% 0.0% 235 +1,520 27.76% Q1 2026 May 13, 2026
Summit Place Financial Advisors, LLC History New 6,920 419 0.2% 236 +6,920 New Q1 2026 May 01, 2026
4WEALTH ADVISORS, INC. History Added to 7,037 417 0.36% 0.29% 237 +2,602 58.67% Q1 2026 Apr 27, 2026
Independence Bank of Kentucky History Reduced 6,835 414 0.05% 0.15% 238 -8,580 -55.66% Q1 2026 Apr 30, 2026
INTRUST BANK NA History Added to 6,782 411 0.03% 0.04% 239 +456 7.21% Q1 2026 May 06, 2026
ALPS ADVISORS INC History New 6,750 409 0.0% 240 +6,750 New Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 6,716 407 0.0% 0.0% 241 +3,681 121.29% Q1 2026 May 15, 2026
Eurizon Capital SGR S.p.A. History Added to 6,718 406 0.0% 0.0% 242 +216 3.32% Q1 2026 May 08, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 6,698 405 0.0% 0.0% 243 -146 -2.13% Q1 2026 Apr 29, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 6,599 399 0.01% 0.01% 244 +226 3.55% Q1 2026 May 13, 2026
FRANKLIN RESOURCES INC History Reduced 6,423 389 0.0% 0.0% 245 -24,444 -79.19% Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 6,311 382 0.01% 0.01% 246 +98 1.58% Q1 2026 May 13, 2026
HSBC HOLDINGS PLC History Added to 6,368 379 0.0% 0.0% 247 +518 8.85% Q1 2026 Apr 30, 2026
Gibbs Wealth Management History New 6,215 376 0.05% 249 +6,215 New Q1 2026 May 13, 2026
DekaBank Deutsche Girozentrale History No change 6,290 376 0.0% 0.0% 248 0 0.0% Q1 2026 May 07, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 6,109 370 0.04% 0.07% 250 -1,068 -14.88% Q1 2026 May 14, 2026
&PARTNERS History Added to 6,096 369 0.0% 0.0% 251 +13 0.21% Q1 2026 May 15, 2026
Leonteq Securities AG History Added to 6,082 368 0.01% 0.01% 252 +1,143 23.14% Q1 2026 Apr 27, 2026
CIM INVESTMENT MANAGEMENT INC History New 6,040 366 0.1% 253 +6,040 New Q1 2026 May 19, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 5,964 361 0.0% 0.0% 254 +397 7.13% Q1 2026 Apr 27, 2026
State of Alaska, Department of Revenue History No change 5,885 356 0.0% 0.0% 255 0 0.0% Q1 2026 Apr 20, 2026
Ethic Inc. History Reduced 5,789 350 0.01% 0.01% 256 -653 -10.14% Q1 2026 Apr 27, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,727 347 0.0% 0.0% 257 0 0.0% Q1 2026 May 14, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 5,708 345 0.07% 0.12% 258 -1,890 -24.87% Q1 2026 May 12, 2026
Scientech Research LLC History New 5,658 342 0.29% 259 +5,658 New Q1 2026 May 15, 2026
J. Safra Sarasin Holding AG History New 5,639 340 0.01% 260 +5,639 New Q1 2026 May 04, 2026
Brooklyn Investment Group History Added to 5,528 335 0.01% 0.01% 261 +2,549 85.57% Q1 2026 Apr 29, 2026
Amundi History New 5,498 333 0.0% 262 +5,498 New Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Added to 5,472 331 0.0% 0.0% 263 +1,815 49.63% Q1 2026 May 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History New 5,311 321 0.04% 264 +5,311 New Q1 2026 Apr 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 5,267 319 0.01% 0.01% 265 +529 11.17% Q1 2026 May 14, 2026
Financial Engines Advisors L.L.C. History New 5,255 318 0.0% 266 +5,255 New Q1 2026 May 14, 2026
CENTAURUS FINANCIAL, INC. History New 5,200 315 0.01% 267 +5,200 New Q1 2026 May 18, 2026
Sage Capital Management, LLC History No change 5,126 310 0.15% 0.18% 268 0 0.0% Q1 2026 Apr 15, 2026
STEPHENS INC /AR/ History Reduced 5,090 308 0.0% 0.01% 269 -275 -5.13% Q1 2026 Apr 28, 2026
Global Retirement Partners, LLC History No change 3,991 303 0.01% 0.01% 270 0 0.0% Q4 2025 Feb 06, 2026
HB Wealth Management, LLC History New 4,967 301 0.0% 271 +4,967 New Q1 2026 Apr 27, 2026
PFG Investments, LLC History Added to 4,909 297 0.01% 0.01% 272 +1,540 45.71% Q1 2026 Apr 27, 2026
Numerai GP LLC History New 4,793 290 0.03% 273 +4,793 New Q1 2026 May 15, 2026
Sowell Financial Services LLC History New 4,762 288 0.01% 274 +4,762 New Q1 2026 Apr 20, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 4,718 285 0.24% 0.21% 275 +910 23.9% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Reduced 4,694 284 0.0% 0.0% 276 -102 -2.13% Q1 2026 May 11, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 4,600 278 0.04% 0.07% 277 -12 -0.26% Q1 2026 May 06, 2026
Miller Global Investments, LLC History No change 4,542 275 0.25% 0.31% 278 0 0.0% Q1 2026 Apr 06, 2026
US BANCORP \DE\ History Reduced 4,463 270 0.0% 0.0% 279 -1,690 -27.47% Q1 2026 May 14, 2026
Vise Technologies, Inc. History No change 3,547 269 0.01% 0.01% 280 0 0.0% Q1 2026 Apr 21, 2026
World Investment Advisors History Added to 4,402 266 0.0% 0.01% 281 +285 6.92% Q1 2026 Apr 27, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 4,342 263 0.01% 0.01% 282 0 0.0% Q1 2026 May 01, 2026
M&T BANK CORP History Reduced 4,278 259 0.0% 0.0% 283 -693 -13.94% Q1 2026 May 12, 2026
Jefferies Financial Group Inc. History New 4,255 257 0.0% 284 +4,255 New Q1 2026 May 07, 2026
Wealthfront Advisers LLC History Reduced 4,195 254 0.0% 0.0% 285 -6 -0.14% Q1 2026 May 05, 2026
Portside Wealth Group, LLC History Added to 4,098 248 0.03% 0.04% 286 +217 5.59% Q1 2026 May 12, 2026
Sanctuary Advisors, LLC History Added to 4,065 246 0.0% 0.0% 288 +1,392 52.08% Q1 2026 May 05, 2026
Summit Trail Advisors, LLC History Reduced 4,074 246 0.0% 0.01% 287 -655 -13.85% Q1 2026 May 12, 2026
GREAT LAKES ADVISORS, LLC History No change 4,036 244 0.0% 0.0% 289 0 0.0% Q1 2026 May 11, 2026
Keebeck Wealth Management History Added to 4,025 243 0.03% 0.03% 290 +346 9.4% Q1 2026 May 14, 2026
Asset One Wealth Management LLC History New 3,614 242 0.03% 292 +3,614 New Q1 2026 May 12, 2026
Tower Research Capital LLC (TRC) History Added to 4,003 242 0.01% 0.01% 291 +1,098 37.8% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Added to 3,991 241 0.0% 0.0% 293 +438 12.33% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 3,957 239 0.0% 0.0% 294 +1,106 38.79% Q1 2026 May 13, 2026
Concurrent Investment Advisors, LLC History Reduced 3,919 237 0.0% 0.0% 296 -327 -7.7% Q1 2026 Apr 20, 2026
HighTower Advisors, LLC History Added to 3,918 237 0.0% 0.0% 295 +279 7.67% Q1 2026 May 05, 2026
Vident Advisory, LLC History New 3,880 235 0.0% 297 +3,880 New Q1 2026 May 14, 2026
NORDEN GROUP LLC History Reduced 3,866 234 0.02% 0.04% 298 -902 -18.92% Q1 2026 Apr 15, 2026
Jain Global LLC History New 3,809 230 0.0% 300 +3,809 New Q1 2026 May 15, 2026
nVerses Capital, LLC History New 3,797 230 0.21% 299 +3,797 New Q1 2026 May 13, 2026
Crossmark Global Holdings, Inc. History Added to 3,723 225 0.0% 0.0% 301 +20 0.54% Q1 2026 May 11, 2026
BESSEMER GROUP INC History Reduced 3,695 224 0.0% 0.0% 302 -6,739 -64.59% Q1 2026 May 06, 2026
Swiss Life Asset Management Ltd History New 3,610 218 0.0% 303 +3,610 New Q1 2026 May 14, 2026
TWO SIGMA SECURITIES, LLC History New 3,518 213 0.02% 304 +3,518 New Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History New 3,511 212 0.0% 305 +3,511 New Q1 2026 Apr 30, 2026
Lido Advisors, LLC History Reduced 3,481 210 0.0% 0.0% 307 -106 -2.96% Q1 2026 May 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 2,763 210 0.0% 0.0% 306 0 0.0% Q4 2025 Feb 04, 2026
Jump Financial, LLC History New 3,435 208 0.0% 309 +3,435 New Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Reduced 3,444 208 0.0% 0.0% 308 -467 -11.94% Q1 2026 Apr 27, 2026
Abacus Wealth Partners, LLC History Reduced 3,391 205 0.02% 0.03% 310 -174 -4.88% Q1 2026 Apr 24, 2026
Advisors Asset Management, Inc. History Reduced 3,234 196 0.0% 0.0% 311 -540 -14.31% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 2,970 180 0.0% 0.0% 312 +1,386 87.5% Q1 2026 May 14, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 2,800 169 0.0% 0.0% 313 +1,500 115.38% Q1 2026 May 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,694 163 0.0% 0.0% 314 -480 -15.12% Q1 2026 May 08, 2026
Horizon Investments, LLC History Added to 2,296 139 0.0% 0.0% 315 +1,207 110.84% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,234 135 0.0% 0.0% 316 +542 32.03% Q1 2026 May 01, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,190 132 0.0% 0.01% 317 -1,185 -35.11% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 2,164 131 0.0% 0.0% 318 +188 9.51% Q1 2026 May 08, 2026
GAMMA Investing LLC History Added to 2,172 131 0.01% 0.01% 319 +97 4.67% Q1 2026 Apr 06, 2026
Root Financial Partners, LLC History Reduced 1,965 119 0.01% 0.01% 320 -347 -15.01% Q1 2026 Apr 24, 2026
Sterling Capital Management LLC History Reduced 1,943 117 0.0% 0.0% 321 -1,296 -40.01% Q1 2026 Apr 22, 2026
Farther Finance Advisors, LLC History Added to 1,699 105 0.0% 0.0% 322 +573 50.89% Q1 2026 Apr 07, 2026
Federation des caisses Desjardins du Quebec History Reduced 1,613 97 0.0% 0.0% 323 -4,673 -74.34% Q1 2026 May 13, 2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych History Reduced 1,600 96 0.05% 0.06% 324 -150 -8.57% Q1 2026 Apr 21, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,477 89 0.0% 325 +1,475 73750.0% Q1 2026 May 07, 2026
North Star Investment Management Corp. History New 1,450 87 0.01% 326 +1,450 New Q1 2026 Apr 23, 2026
MAI Capital Management History Added to 1,392 84 0.0% 0.0% 327 +1,080 346.15% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 1,350 84 0.0% 0.0% 328 +341 33.8% Q1 2026 May 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,263 76 0.0% 0.0% 329 +550 77.14% Q1 2026 Apr 30, 2026
Larson Financial Group LLC History Added to 1,191 72 0.0% 0.0% 330 +69 6.15% Q1 2026 May 15, 2026
UMB Bank, n.a. History Added to 1,056 64 0.0% 0.0% 331 +5 0.48% Q1 2026 May 11, 2026
Cetera Trust Company, N.A History No change 1,050 63 0.04% 0.04% 332 0 0.0% Q1 2026 May 08, 2026
CIBC Private Wealth Group LLC History No change 685 52 0.0% 0.0% 333 0 0.0% Q4 2025 Feb 12, 2026
NewEdge Advisors, LLC History Reduced 806 48 0.0% 0.0% 334 -85 -9.54% Q1 2026 Jun 02, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 776 47 0.0% 0.0% 335 -200 -20.49% Q1 2026 May 04, 2026
Smartleaf Asset Management LLC History Reduced 801 47 0.0% 0.0% 336 -4 -0.5% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 749 45 0.0% 0.01% 337 +60 8.71% Q1 2026 Apr 06, 2026
EverSource Wealth Advisors, LLC History Added to 713 43 0.0% 0.0% 339 +564 378.52% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 720 43 0.0% 0.0% 338 +14 1.98% Q1 2026 Jun 02, 2026
Ancora Advisors LLC History New 664 40 0.0% 341 +664 New Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 673 40 0.0% 0.0% 340 +136 25.33% Q1 2026 May 13, 2026
Rakuten Securities, Inc. History Added to 655 39 0.02% 0.02% 342 +7 1.08% Q1 2026 May 01, 2026
AlphaQuest LLC History No change 400 30 0.0% 0.0% 343 0 0.0% Q4 2025 Feb 09, 2026
NBC SECURITIES, INC. History No change 489 29 0.0% 0.0% 344 0 0.0% Q1 2026 Apr 14, 2026
Ankerstar Wealth, LLC History Reduced 428 25 0.03% 0.04% 345 -125 -22.6% Q1 2026 May 13, 2026
Hilton Head Capital Partners, LLC History No change 415 25 0.01% 0.02% 346 0 0.0% Q1 2026 Apr 20, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 402 24 0.0% 0.0% 347 +8 2.03% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Reduced 376 22 0.0% 0.0% 348 -165 -30.5% Q1 2026 Apr 07, 2026
State of Wyoming History Reduced 340 20 0.0% 0.01% 350 -803 -70.25% Q1 2026 May 13, 2026
GPS Wealth Strategies Group, LLC History No change 268 20 0.02% 0.02% 349 0 0.0% Q4 2025 Feb 06, 2026
Smithfield Trust Co History New 300 18 0.0% 353 +300 New Q1 2026 May 08, 2026
Penserra Capital Management LLC History Added to 308 18 0.0% 0.0% 352 +9 3.01% Q1 2026 May 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 297 18 0.0% 0.0% 351 -2 -0.67% Q1 2026 Apr 28, 2026
Signature Equity Partners, LLC History Added to 265 16 0.01% 0.0% 354 +203 327.42% Q1 2026 May 13, 2026
Sapience Investments, LLC History Reduced 262 15 1.95% 2.69% 356 -9,108 -97.2% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 250 15 0.0% 359 +250 New Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 257 15 0.0% 0.0% 355 0 0.0% Q1 2026 May 08, 2026
Geneos Wealth Management Inc. History No change 255 15 0.0% 0.0% 357 0 0.0% Q1 2026 May 04, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 250 15 0.01% 0.01% 358 0 0.0% Q1 2026 May 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 233 14 0.0% 0.0% 360 -24 -9.34% Q1 2026 Apr 13, 2026
CX Institutional History New 197 12 0.0% 365 +197 New Q1 2026 Apr 06, 2026
Aster Capital Management (DIFC) Ltd History New 192 12 0.0% 366 +192 New Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 203 12 0.0% 0.0% 362 +155 322.92% Q1 2026 May 07, 2026
HUNTINGTON NATIONAL BANK History Reduced 199 12 0.0% 0.0% 361 -94 -32.08% Q1 2026 May 15, 2026
Oakworth Capital, Inc. History No change 201 12 0.0% 0.0% 363 0 0.0% Q1 2026 Apr 24, 2026
NFSG Corp History No change 200 12 0.0% 0.0% 364 0 0.0% Q1 2026 May 05, 2026
Bell Investment Advisors, Inc History Reduced 168 10 0.0% 0.0% 369 -18 -9.68% Q1 2026 Apr 17, 2026
Parkside Financial Bank & Trust History Reduced 180 10 0.0% 0.0% 367 -9 -4.76% Q1 2026 May 13, 2026
Golden State Wealth Management, LLC History No change 176 10 0.0% 0.0% 368 0 0.0% Q1 2026 Apr 28, 2026
Sunbelt Securities, Inc. History Added to 150 9 0.0% 0.0% 370 +25 20.0% Q1 2026 May 15, 2026
Key FInancial Inc History No change 158 9 0.0% 0.0% 371 0 0.0% Q1 2026 Apr 24, 2026
BROWN, LISLE/CUMMINGS, INC. History New 140 8 0.0% 374 +140 New Q1 2026 Apr 17, 2026
Blue Trust, Inc. History Added to 135 8 0.0% 0.0% 373 +2 1.5% Q1 2026 Apr 20, 2026
AMERICAN NATIONAL BANK & TRUST History No change 141 8 0.0% 0.0% 372 0 0.0% Q1 2026 Apr 23, 2026
SJS Investment Consulting Inc. History Added to 122 7 0.0% 377 +121 12100.0% Q1 2026 Apr 23, 2026
Arlington Trust Co LLC History Added to 123 7 0.0% 0.0% 378 +73 146.0% Q1 2026 Apr 08, 2026
Crewe Advisors LLC History Reduced 127 7 0.0% 0.0% 376 -21 -14.19% Q1 2026 May 07, 2026
LRI Investments, LLC History Reduced 117 7 0.0% 0.0% 379 -7 -5.65% Q1 2026 Apr 30, 2026
Anchor Investment Management, LLC History No change 121 7 0.0% 0.0% 375 0 0.0% Q1 2026 May 01, 2026
SBI Securities Co., Ltd. History Reduced 111 6 0.0% 0.0% 382 -118 -51.53% Q1 2026 Apr 27, 2026
Aventura Private Wealth, LLC History Added to 104 6 0.0% 384 +100 2500.0% Q1 2026 May 05, 2026
Bayforest Capital Ltd History New 100 6 0.01% 385 +100 New Q1 2026 Apr 15, 2026
Salomon & Ludwin, LLC History No change 100 6 0.0% 0.0% 380 0 0.0% Q1 2026 May 11, 2026
Orion Capital Management LLC History No change 100 6 0.0% 0.0% 381 0 0.0% Q1 2026 May 14, 2026
Graney & King, LLC History No change 100 6 0.0% 0.0% 383 0 0.0% Q1 2026 May 18, 2026
Activest Wealth Management History New 96 5 0.0% 388 +96 New Q1 2026 Apr 15, 2026
PRIVATE TRUST CO NA History Reduced 98 5 0.0% 0.0% 386 -51 -34.23% Q1 2026 Apr 30, 2026
Torren Management, LLC History Reduced 87 5 0.0% 0.0% 387 -6 -6.45% Q1 2026 Apr 30, 2026
NATIXIS History Reduced 82 4 0.0% 0.0% 390 -6,101 -98.67% Q1 2026 May 14, 2026
Covestor Ltd History Reduced 58 4 0.0% 0.0% 393 -46 -44.23% Q1 2026 May 05, 2026
Quent Capital, LLC History Added to 81 4 0.0% 0.0% 394 +26 47.27% Q1 2026 Apr 28, 2026
FIRST HORIZON CORP History No change 68 4 0.0% 0.0% 389 0 0.0% Q1 2026 Apr 30, 2026
BFSG, LLC History No change 78 4 0.0% 0.0% 391 0 0.0% Q1 2026 Apr 28, 2026
Addison Advisors LLC History No change 79 4 0.0% 0.0% 392 0 0.0% Q1 2026 May 08, 2026
Private Wealth Management Group, LLC History Reduced 54 3 0.0% 0.0% 400 -13 -19.4% Q1 2026 Apr 23, 2026
CoreCap Advisors, LLC History Reduced 57 3 0.0% 0.0% 399 -8 -12.31% Q1 2026 Apr 07, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 47 3 0.0% 0.0% 395 0 0.0% Q1 2026 May 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 52 3 0.0% 0.0% 396 0 0.0% Q1 2026 Apr 23, 2026
Manchester Capital Management LLC History No change 58 3 0.0% 0.0% 397 0 0.0% Q1 2026 May 11, 2026
HighMark Wealth Management LLC History No change 58 3 0.0% 0.0% 398 0 0.0% Q1 2026 May 05, 2026
Colonial Trust Co / SC History New 48 2 0.0% 406 +48 New Q1 2026 May 12, 2026
Essential Partners LLC History New 33 2 0.0% 407 +33 New Q1 2026 May 21, 2026
Sachetta, LLC History Added to 38 2 0.0% 404 +28 280.0% Q1 2026 May 01, 2026
Investors Research Corp History Reduced 44 2 0.0% 0.0% 402 -24 -35.29% Q1 2026 Apr 03, 2026
Trust Co History No change 42 2 0.0% 0.0% 401 0 0.0% Q1 2026 Apr 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 40 2 0.0% 0.0% 403 0 0.0% Q1 2026 May 13, 2026
BAYBAN History No change 41 2 0.0% 0.0% 405 0 0.0% Q1 2026 Apr 24, 2026
Clearstead Advisors, LLC History Reduced 23 1 0.0% 0.0% 408 -166 -87.83% Q1 2026 May 06, 2026
CNB Bank History New 30 1 0.0% 416 +30 New Q1 2026 May 06, 2026
Merkkuri Wealth Advisors LLC History New 26 1 0.0% 418 +26 New Q1 2026 Apr 21, 2026
JPL Wealth Management, LLC History New 24 1 0.0% 417 +24 New Q1 2026 May 08, 2026
Rossby Financial, LCC History Reduced 19 1 0.0% 0.0% 414 -5 -20.83% Q1 2026 May 11, 2026
Roble, Belko & Company, Inc History No change 12 1 0.0% 0.0% 409 0 0.0% Q1 2026 Apr 16, 2026
TSFG, LLC History No change 10 1 0.0% 0.0% 410 0 0.0% Q1 2026 Apr 27, 2026
N.E.W. Advisory Services LLC History No change 30 1 0.0% 0.0% 411 0 0.0% Q1 2026 May 04, 2026
SageView Advisory Group, LLC History No change 20 1 0.0% 0.0% 412 0 0.0% Q4 2025 Feb 17, 2026
Financial Network Wealth Advisors LLC History No change 17 1 0.0% 0.0% 413 0 0.0% Q1 2026 May 14, 2026
AMERIFLEX GROUP, INC. History No change 20 1 0.0% 0.0% 415 0 0.0% Q1 2026 May 15, 2026
Ilex Capital Partners (UK) LLP History Closed out 0 0 2.7% -1,257,126 -100.0% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.06% -609,917 -100.0% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Closed out 0 0 0.04% -352,150 -100.0% Q1 2026 May 14, 2026
MANE GLOBAL CAPITAL MANAGEMENT LP History Closed out 0 0 1.2% -294,185 -100.0% Q1 2026 May 15, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.47% -204,655 -100.0% Q1 2026 May 14, 2026
Teca Partners, LP History Closed out 0 0 5.19% -119,712 -100.0% Q1 2026 May 15, 2026
Woodline Partners LP History Closed out 0 0 0.03% -112,754 -100.0% Q1 2026 May 15, 2026
BI Asset Management Fondsmaeglerselskab A/S History Closed out 0 0 0.05% -73,811 -100.0% Q1 2026 Apr 16, 2026
Granahan Investment Management, LLC History Closed out 0 0 0.24% -73,239 -100.0% Q1 2026 May 15, 2026
TRAN CAPITAL MANAGEMENT, L.P. History Closed out 0 0 0.66% -72,515 -100.0% Q1 2026 Apr 14, 2026
Taproot Management LP History Closed out 0 0 0.88% -71,840 -100.0% Q1 2026 May 13, 2026
Bridgefront Capital, LLC History Closed out 0 0 1.14% -59,427 -100.0% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Closed out 0 0 0.0% -55,140 -100.0% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -55,135 -100.0% Q1 2026 May 14, 2026
Lotus Technology Management, LP History Closed out 0 0 1.44% -34,192 -100.0% Q1 2026 May 15, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.14% -28,377 -100.0% Q1 2026 May 12, 2026
Hudson Bay Capital Management LP History Closed out 0 0 0.01% -23,333 -100.0% Q1 2026 May 13, 2026
Caption Management, LLC History Closed out 0 0 0.01% -18,103 -100.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.04% -17,966 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.21% -17,638 -100.0% Q1 2026 May 12, 2026
Longaeva Partners L.P. History Closed out 0 0 0.11% -17,500 -100.0% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.1% -17,207 -100.0% Q1 2026 Apr 28, 2026
RFG Advisory, LLC History Closed out 0 0 0.02% -14,158 -100.0% Q1 2026 Apr 17, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -14,096 -100.0% Q1 2026 May 06, 2026
GM Advisory Group, LLC History Closed out 0 0 0.04% -12,703 -100.0% Q1 2026 Apr 28, 2026
Concentric Capital Strategies, LP History Closed out 0 0 0.04% -11,438 -100.0% Q1 2026 May 15, 2026
Equitable Holdings, Inc. History Closed out 0 0 0.01% -11,121 -100.0% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.15% -8,816 -100.0% Q1 2026 May 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.03% -8,639 -100.0% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Closed out 0 0 0.0% -8,607 -100.0% Q1 2026 May 11, 2026
Freestone Grove Partners LP History Closed out 0 0 0.0% -7,577 -100.0% Q1 2026 May 15, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.02% -7,413 -100.0% Q1 2026 May 01, 2026
Cynosure Group, LLC History Closed out 0 0 0.05% -6,647 -100.0% Q1 2026 May 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.01% -5,715 -100.0% Q1 2026 Apr 23, 2026
Versor Investments LP History Closed out 0 0 0.07% -5,500 -100.0% Q1 2026 May 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -4,750 -100.0% Q1 2026 May 07, 2026
Oak Thistle LLC History Closed out 0 0 0.05% -4,585 -100.0% Q1 2026 Apr 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -4,187 -100.0% Q1 2026 May 15, 2026
INCEPTIONR LLC History Closed out 0 0 0.08% -3,618 -100.0% Q1 2026 May 14, 2026
BRC Group Holdings, Inc. History Closed out 0 0 0.12% -3,600 -100.0% Q1 2026 May 15, 2026
Bayesian Capital Management, LP History Closed out 0 0 0.63% -3,599 -100.0% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -3,580 -100.0% Q1 2026 May 08, 2026
SteelPeak Wealth, LLC History Closed out 0 0 0.01% -3,522 -100.0% Q1 2026 May 05, 2026
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -3,410 -100.0% Q1 2026 May 13, 2026
Savant Capital, LLC History Closed out 0 0 0.0% -3,375 -100.0% Q1 2026 May 04, 2026
Ballentine Partners, LLC History Closed out 0 0 0.0% -3,228 -100.0% Q1 2026 May 14, 2026
Bank of Marin History Closed out 0 0 0.17% -3,160 -100.0% Q1 2026 May 14, 2026
Independent Advisor Alliance History Closed out 0 0 0.01% -3,159 -100.0% Q1 2026 May 12, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 0.0% -2,980 -100.0% Q1 2026 May 13, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 0.01% -2,946 -100.0% Q1 2026 Apr 21, 2026
Utah Retirement Systems History Closed out 0 0 0.0% -2,900 -100.0% Q1 2026 May 15, 2026
AE Wealth Management LLC History Closed out 0 0 0.0% -2,876 -100.0% Q1 2026 May 13, 2026
Integrated Advisors Network LLC History Closed out 0 0 0.01% -2,836 -100.0% Q1 2026 Apr 28, 2026
Headlands Technologies LLC History Closed out 0 0 0.02% -2,745 -100.0% Q1 2026 May 13, 2026
Yorktown Management & Research Co Inc History Closed out 0 0 0.16% -2,650 -100.0% Q1 2026 Apr 20, 2026
SYON CAPITAL LLC History Closed out 0 0 0.01% -2,648 -100.0% Q1 2026 May 13, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -2,441 -100.0% Q1 2026 Apr 30, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.02% -1,310 -100.0% Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -1,235 -100.0% Q1 2026 Apr 28, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -600 -100.0% Q1 2026 May 12, 2026
NCP Inc. History Closed out 0 0 0.04% -600 -100.0% Q1 2026 May 08, 2026
Migdal Insurance & Financial Holdings Ltd. History Closed out 0 0 0.0% -347 -100.0% Q1 2026 May 14, 2026
Quarry LP History Closed out 0 0 0.0% -219 -100.0% Q1 2026 May 15, 2026
DV Trading LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 15, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 0.01% -105 -100.0% Q1 2026 May 12, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -35 -100.0% Q1 2026 May 15, 2026
Prestige Wealth Management Group LLC History Closed out 0 0 0.0% -34 -100.0% Q1 2026 May 13, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 5 0 0.0% -28 -84.85% Q1 2026 Apr 08, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Closed out 0 0 0.0% -24 -100.0% Q1 2026 May 08, 2026
SouthState Bank Corp History Reduced 10 0 0.0% -21 -67.74% Q1 2026 May 05, 2026
Signature Resources Capital Management, LLC History Closed out 0 0 0.0% -18 -100.0% Q1 2026 May 01, 2026
United Financial Planning Group LLC History Closed out 0 0 0.0% -17 -100.0% Q1 2026 May 08, 2026
Western Wealth Management, LLC History New 16 0 +16 New Q1 2026 May 19, 2026
Coastline Trust Co History Closed out 0 0 0.0% -16 -100.0% Q1 2026 Apr 03, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -16 -100.0% Q1 2026 May 06, 2026
MATHER GROUP, LLC. History New 15 0 +15 New Q1 2026 Apr 13, 2026
NBT BANK N A /NY History New 14 0 +14 New Q1 2026 Apr 28, 2026
HIGHLINE WEALTH PARTNERS LLC History New 14 0 +14 New Q1 2026 Apr 06, 2026
SHP Wealth Management History Added to 14 0 +13 1300.0% Q1 2026 May 08, 2026
High Note Wealth, LLC History Closed out 0 0 -12 -100.0% Q1 2026 May 11, 2026
Lodestone Wealth Management LLC History Closed out 0 0 -11 -100.0% Q1 2026 May 01, 2026
CENTRAL TRUST Co History New 10 0 +10 New Q1 2026 Apr 17, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 10 0 +10 New Q1 2026 May 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 10 0 +10 New Q1 2026 May 08, 2026
Hamrick Investment Counsel, llc History New 10 0 +10 New Q1 2026 May 11, 2026
Owl Creek Wealth Partners LLC History New 10 0 +10 New Q1 2026 May 13, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 -10 -100.0% Q1 2026 May 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 -10 -100.0% Q1 2026 Apr 27, 2026
RMG Wealth Management LLC History New 9 0 +9 New Q1 2026 May 14, 2026
ASSETMARK, INC History Reduced 16 0 0.0% -8 -33.33% Q1 2026 May 06, 2026
Bogart Wealth, LLC History Reduced 9 0 0.0% -8 -47.06% Q1 2026 Apr 28, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 8 0 +8 New Q1 2026 May 08, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -8 -100.0% Q1 2026 May 12, 2026
Ascentis Independent Advisors History New 7 0 +7 New Q1 2026 Apr 28, 2026
TFC Financial Management, Inc. History Closed out 0 0 -7 -100.0% Q1 2026 Apr 23, 2026
Wealth Watch Advisors, INC History Closed out 0 0 -7 -100.0% Q1 2026 May 15, 2026
Rachor Investment Advisory Services, LLC History Added to 6 0 +5 500.0% Q1 2026 May 07, 2026
CVA Family Office, LLC History New 5 0 +5 New Q1 2026 Apr 29, 2026
Cornerstone Financial Management LLC History New 5 0 +5 New Q1 2026 May 08, 2026
Acumen Wealth Advisors, LLC History Closed out 0 0 -5 -100.0% Q1 2026 May 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 7 0 +4 133.33% Q1 2026 Apr 20, 2026
Dunhill Financial, LLC History Added to 6 0 +4 200.0% Q1 2026 May 06, 2026
Keating Financial Advisory Services, Inc. History Added to 6 0 +4 200.0% Q1 2026 May 15, 2026
Bare Financial Services, Inc History New 4 0 +4 New Q1 2026 May 14, 2026
Fortitude Family Office, LLC History Added to 9 0 +3 50.0% Q1 2026 Apr 15, 2026
Kilter Group LLC History Reduced 1 0 -3 -75.0% Q1 2026 May 14, 2026
Strive Financial Group ,LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History Reduced 8 0 -1 -11.11% Q1 2026 May 15, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 5 0 -1 -16.67% Q1 2026 Apr 30, 2026
Tradewinds Capital Management, LLC History New 1 0 +1 New Q1 2026 Apr 14, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
Capital Advisors, Ltd. LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 16, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6 0 0 0.0% Q1 2026 Apr 13, 2026
TRUST CO OF VERMONT History No change 7 0 0 0.0% Q4 2025 Jan 16, 2026
AdvisorNet Financial, Inc History No change 4 0 0 0.0% Q1 2026 Apr 17, 2026
IMA Advisory Services, Inc. History No change 3 0 0 0.0% Q1 2026 May 06, 2026
Blume Capital Management, Inc. History No change 8 0 0 0.0% Q1 2026 May 01, 2026
Clearstead Trust, LLC History No change 13 0 0 0.0% Q1 2026 May 06, 2026
Strategic Wealth Partners, Ltd. History No change 10 0 0 0.0% Q1 2026 May 12, 2026
Sound Income Strategies, LLC History No change 4 0 0 0.0% Q1 2026 Apr 27, 2026
Quaker Wealth Management, LLC History No change 4 0 0 0.0% Q1 2026 Apr 10, 2026
Avion Wealth History No change 16 0 0.0% 0 0.0% Q1 2026 May 01, 2026
WOLFF WIESE MAGANA LLC History No change 5 0 0 0.0% Q1 2026 Apr 13, 2026
Cromwell Holdings LLC History No change 10 0 0 0.0% Q1 2026 Apr 30, 2026
Strategic Advocates LLC History No change 10 0 0 0.0% Q1 2026 May 15, 2026
Gen-Wealth Partners Inc History No change 5 0 0 0.0% Q1 2026 May 08, 2026
Glen Eagle Advisors, LLC History No change 16 0 0.0% 0 0.0% Q1 2026 May 15, 2026
Greykasell Wealth Strategies, Inc. History No change 8 0 0 0.0% Q1 2026 May 07, 2026
Rialto Wealth Management, LLC History No change 1 0 0 0.0% Q1 2026 May 14, 2026
Fourth Dimension Wealth, LLC History No change 10 0 0 0.0% Q1 2026 May 11, 2026